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Other Types of Accounts

You can open additional account types beyond an individual account, depending on your needs.

Examples include:
• Joint accounts
• Business accounts
• Trust accounts
• Custodial accounts for minors (UGMA/UTMA)

Availability can vary by custodian and by account type. Some account types may not be offered through a specific custodian, may have additional eligibility requirements, or may require extra documentation. If an account type you want isn’t listed in your application flow, it may not be available through the custodians.